Broker Check

Our CPA Partners

Times are changing for CPAs  

Traditional sources of revenue, resulting from tax and accounting practices, have been eroding largely due to the availability of new technology and software. As a CPA, you know that to remain profitable, you must consistently develop fresh sources of growth and income.

Through the CPA Advantage Program1 you can earn compensation unrelated to time and add additional profit centers to your firm by leveraging your existing clientele. For some time now, CPAs have been able to get licensed to sell commissioned products, typically life insurance and securities. Tremendous opportunity exists for you to provide your clients with the financial products and services they need and increase your revenue stream.

Because your clients trust you and respect your advice, they come to you to help them address their financial concerns. Who better to trust than the advisor most familiar with their financial needs?

The Choice is Yours

While most companies are just now offering to help CPAs expand their services, our strategic partner, National Life Group®, has been providing partnerships to CPAs for nearly 30 years. We are not jumping on the bandwagon, we have been leading the way.

Through your relationship with one of our financial professionals, you will have access to our comprehensive portfolio of products and services that will enable you to offer your clients a full spectrum of financial solutions. And, we will even help you map out a strategy to approach your existing clients as well as identify and reach new clients. You will benefit from our marketing and training programs including custom brochures, seminars, newsletters and websites - all designed to provide value-added services to your clients and move you ahead of the competition.

The most important thing for you to know is that we respect the trust you have worked hard to earn from your clients and our overriding goal is to help strengthen those relationships.

1CPA Advantage® is a registered trademark of National Life Insurance Company, Montpelier, Vermont.  National Life and Equity Services, Inc. are affiliated companies. 

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates.  Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.  Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.